ENDORSEMENTS

Dave Buckwald

Dave Buckwald, a senior partner at Atlas Advisory Group in Cranford, New Jersey, outlines how National Social Security Advisor training can equip advisors to navigate over 2700 Social Security regulations to help clients maximize Social Security filings. The additional money claimants earn over the course of a lifetime can have a tremendous impact on the quality of his or her retirement. Read more about Dave’s perspective at The Wall Street Journal.

"For advisers looking to differentiate themselves and create more value added for clients, pursuing a designation as a National Social Security Advisor (NSSA) could be a good investment of time."

Deborah Nason

As financial advisors across the nation experience increased demand for Social Security filing advice, a variety of firms have developed curriculum and tools to help financial advisors provide optimal advice for clients nearing retirement age. The National Social Security Association is a national leader in offering quality education on Social Security. See how the NSSA training program is contributing to the national knowledge base of Social Security maximization.

"Door-busting demand by aging baby boomers is leading financial advisors to build businesses focused solely on the baby boomer market."

Rachel Sheedy

While explaining to readers the need to consider earnings of both spouses prior to filing for Social Security, Sheedy sought the input of Jim Blair, a founding partner of Premier Social Security. See what Jim recommends for spouses filing for Social Security.

"Lower-earning spouses who claim their own Social Security benefit before full retirement age take a cut of as much as 25%. But all’s not lost."

Consumer Reports

Windfalls, pitfalls, and strategies. There are optimal ways and sub optimal ways to file for Social Security. This article provides snapshots of the various scenarios for Social Security filings. Learn how the advice of Marc Kiner, a founding partner of National Social Security Association, contributes to the national dialogue regarding the best strategies for Social Security filing.

"Social Security is like a game with innumerable twists and turns, and different winners and losers. High-income folks pay less Social Security tax as a percentage of income than do lower-paid workers."

TESTIMONIALS

It was so nice talking with you yesterday. I was super impressed how quickly you called me!

Susan C, Florida

Thanks again for the training you provided it has been invaluable for my practice.

Stacey A, TN

I appreciate that you are always there to support me. It means a lot!

Danielle A, Kansas

I am enjoying the course and love the conversation between you guys on the videos, especially the trials and tribulations of party animal "Harold."

Chris K, Connecticut

I hope all is well my friend. We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of San Diegans and counting.

Brad W, California

Thanks again for the great training. I started using the information I learned with my clients immediately. It has really added to my credibility!

Rich M, Texas

Just want to say it's really great having you two to lean on when I'm uncertain. You've trained me well but sometimes question myself. Thanks for doing what you do!

Barbara S, Colorado

Thanks for the SS training last week! Learned a lot and looking forward to further focus on this important part of the financial planning matrix!

Leslie C, Kentucky

I am very pleased that I came to the education . . What I learned is what I came for and to know that the video will be available for backup is great.

I finished the on demand class today . . I really enjoyed the class and I learned a lot.

Adam H, Illinois

Over the last 12 months since earning the NSSA Certificate I have brought in 40 additional clients and $400,000 in additional revenues.

David S, Washington State

You guys rock! I am thoroughly enjoying your SS online course!

David T, Florida

I thought the information was outstanding! I was anxious to get started and improve my foundation of knowledge surrounding social security as it has become a significant portion of our planning.

David G, Florida

Thanks guys, it is VERY much appreciated to have you take time out of your day to answer a complicated question from time to time that comes across our desks.

Bradley W, California

Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients. Excellent support.

Rayyan A

I attended your class and passed the NSSA assessment 2 1/2 years ago. The NSSA Certificate been a career boost and my clientele is reflecting that.

Kimberly H, Ohio

Social Security is complex program where the choice you make can mean thousands of dollars of extra earnings in retirement. Knowing these choices is important to my clients and NSSA [Certificate program] has increased my ability to guide them in the right direction.

James B

I really appreciate your examples, they make it come alive more so than articles describing strategies.

John

This course has been very helpful to clients already, thanks again, Sam

Sam D, Connecticut

You guys helped close a big case with that answer really appreciate it. Thank you for the great work you both do.

Patrick C, California

Thank you and Jim for the incredible work and effort put into these webinars, videos etc, let alone this program. Really a blessing to have been directed to you. Karl W was absolutely right: you guys are class acts.